Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRESH DIRECT HOLDINGS, INC.
EIN 11-3576952Management of Companies and EnterprisesLatest filing 2024
Plans
4
Retirement
3
$73.9M assets
Welfare
1
$866K premiums
Participants
8,079
2 ST. ANN'S AVENUE - BRONX, NY 10454718-928-1000
Retirement portfolio analytics
3 plans aggregated / $73.9M assets / 5,679 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $866K premiums / 644 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$436K
- Other$395K
- Dental$262K
- Vision$262K
- Short-term disability$209K
- Long-term disability$209K
Carrier market share
Premium dollars by Schedule A carrier
30%top
- ANTHEM LIFE INSURANCE COMPANY30%
- TRANSAMERICA LIFE INSURANCE COMPANY26%
- HARTFORD LIFE AND ACCIDENT24%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
Broker market share
Schedule A broker compensation
48%top
- LOCKTON COMPANIES, LLC48%
- WINSTON FINANCIAL SERVICES44%
- BROWN & BROWN INSURANCE SERVICES8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FRESH DIRECT 401(K) PLAN
401k
Assets$45.6M
Participants1,850
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UTF TRUCKING BARGAINING UNIT 401K
401k
Assets$15.9M
Participants1,690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FRESH DIRECT BARGAINING UNIT 401K PLAN
401k
Assets$12.4M
Participants2,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
FRESH DIRECT HOLDINGS, LLC HEALTH AND WELFARE PLAN MEDICAL
Mixed - ANTHEM BLUE CROSS
Premiums$866K
Covered lives644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRESH DIRECT 401(K) PLAN | 401k | $45.6M | 1,850 | 2024 | |
| 002 | UTF TRUCKING BARGAINING UNIT 401K | 401k | $15.9M | 1,690 | 2024 | |
| 003 | FRESH DIRECT BARGAINING UNIT 401K PLAN | 401k | $12.4M | 2,139 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | FRESH DIRECT HOLDINGS, LLC HEALTH AND WELFARE PLAN MEDICAL | Mixed | ANTHEM BLUE CROSS | $866K | 644 | 2024 |
Retirement plans
Welfare plans